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e-resources_cataloging_instructions_for_licensed_resources [2020/08/07 17:37]
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-====== *ARCHIVED* ====== 
  
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-E-Resources Cataloging Instructions for Licensed Resources ​ 
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- ​Workflow ​ 
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-  * Licensed internet resources are purchased by the e-resources team in the Acquisitions Unit. 
-  * The Acquisitions Unit exports a bibliographic record from Connexion to Aleph and adds an item and holdings record or records are loaded in batch from the vendor. 
-  * Acquisitions prints out the bib record and passes it to a cataloger for review 
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- ​Cataloging ​ 
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-  * First, decide whether the resource is a monograph/​book,​ a continuing resource, or a computer file.  
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-**Monograph:​** A nonserial item (i.e., an item either complete in one part or complete, or intended to be completed, in a finite number of separate parts). (AACR2) 
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-**Continuing resource:** A bibliographic resource that is issued over time with no predetermined conclusion. Continuing resources include serials and ongoing integrating resources. (AACR2) 
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-**Computer file:** Items included in the following classes of electronic resources: computer software (including programs, games and fonts), numeric data, computer-oriented multimedia, online systems or services. ​ Computer file is not used very often.  ​ 
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-  * If the resource is a continuing resource, decide whether it is a serial or an integrating resource. 
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-**Integrating resource:** a bibliographic resource that is added to or changed by means of updates that do not remain discrete and are integrated into the whole. Integrating resource can be finite or continuing. ​ Examples of integrating resources include updating loose-leafs and updating Web sites. 
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-**Serial:** A continuing resource issued in a succession of discrete parts, usually bearing numbering, that has no predetermined conclusion. ​ Examples include journals, magazines, electronic journals, continuing directories,​ annual reports, newspapers, and monographic series. 
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-  * Use the Connexion fixed field form for books if the resource is a monograph/​book. 
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-  * Use the fixed field form for continuing resources for e-journals, updating databases, and updating websites. 
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-  * Use the fixed field form for computer files if the resource is a finite integrating resource. ​ Finite integrating resources are very rare, but if you run into one, cataloging it as a computer file is your only option. ​ You can't catalog it as a continuing resource, because it has a predetermined conclusion. ​ You can't catalog it as a book, because Connexion does not allow you to choose integrating resource for the bibliographic level in the fixed field form for books. 
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-In some cases the resource could be cataloged as something other than a book, continuing resource, or computer file.  For example if you are cataloging a website that is primarily maps, catalog it using the maps fixed field form.  If the resource is primarily scores, sound recordings, or visual materials, use those fixed field forms instead. ​ These instructions do not address the specifics of cataloging scores, sound recordings, maps or visual materials 
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- Fixed fields to pay special attention to for continuing resources: ​ 
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-__**Type Type of Record**__ 
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-Almost always a: Language material. Non-manuscript language material and textual electronic resources. 
-If cataloging the resource as a computer file it will be m: for computer file. 
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-__**BLvl Bibliographic level**__ 
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-i: Integrating resource  
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-m: Monograph/​Item  
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-s: Serial 
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-__**S/​L ​ Entry Convention**__ 
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-**0 Successive entry:** The record follows the successive entry convention in which a new record is created each time a title changes or a corporate body used as a main entry or uniform title qualifier changes. The earlier or later title or author/​title is recorded in a linking field ( field 780 or 785) on each record. 
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-**2 Integrated entry:** A record is cataloged under its latest (most recent) title and/or responsible person or corporate body. Create a new record only for a major change in edition, a new work or a title merger or split. Use for integrating resources and electronic serials that do not retain their earlier titles. 
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-__**Form ​ Form of Item**__ 
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-This will be ** o for online or q for electronic on some type of media like a CD**. 
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-__**SrTp ​ Type of Continuing Resource**__ 
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-**blank character** None of the following. The type of continuing resource is not specified by one of the other codes. Annual reports, yearbooks, and updating electronic resources are in this category. 
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-**d Updating database.** A collection of logically interrelated data stored together in one or more computerized files, usually created and managed by a database management system. 
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-**m Monographic series.** A group of analyzable items (i.e., each piece has a distinctive title) that are related to one another by a collective title. The individual items may or may not be numbered. Use for any title that is a series, regardless of its treatment. 
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-**n Newspaper.** A serial publication that is mainly designed to be a primary source of written information on current events connected with public affairs, either local, national and/or international in scope. It contains a broad range of news on all subjects and activities and is not limited to any specific subject matter. 
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-**p Periodical.** A serial publication that contains separate articles, stories, other writings, etc., and is published or distributed generally more frequently than annual. 
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-**w Updating Web site.** A Web site that is updated, but does not fit into one of the other codes, such as database, newspaper or periodical. 
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-__**DtSt ​ Type of Date/​Publication Status**__ 
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-Usually **c** for Continuing or integrating resource currently published. 
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-Example: 
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-DtSt: c 
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-Dates: 1984,9999 
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-Use **d** for Continuing or integrating resource ceased publication 
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-Example: 
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-DtSt: d 
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-Dates: 199u,2009 
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-Could be **s** for Single date in the case of monographic resources. 
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-Example: 
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-DtSt: s 
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-Date: 2005 
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-Or **n** for Dates unknown 
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-Example: 
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-DtSt: u 
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-Date: uuuu,uuuu 
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-See [[http://​www.oclc.org/​bibformats/​en/​fixedfield/​dtst.shtm|OCLC Bibliographic Formats and Standards]] for other types of dates. 
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- Fixed fields to pay special attention to for books/​monographs: ​ 
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-**Type** always = **a**  for Language material 
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-**BLvl Bibliographic Level** always = **m** for Monograph 
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-**Desc Descriptive Cataloging Form** should always = **a** for AACR2 
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-**ELvl Encoding Level** should = **I** Full-level input by OCLC participants though sometimes it may be K for Less-than-full input by OCLC participants or M for Less-than-full added from a batch process. 
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-**Form Form of Item** should always = **o** for online or **s** for electronic 
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-**DtSt Type of Date/​Publication Status** = will usually be **s** for single 
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-**Dates** - Make sure this field is filled in accurately 
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-Also make sure **Lang (Language)** and **Ctry (Country)** are filled in 
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- Basic fields for e-resources records ​ 
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- ​006 ​ 
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-Always m in type and usually d for Document in file.  Sometimes there will also be an o for online in form in the the 006. 
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-See [[http://​www.oclc.org/​bibformats/​en/​fixedfield/​file.shtm|OCLC Bibliographic Formats and Standards]] for other types of files like computer programs, numeric data, game, etc. 
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- 007 
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-**Physical Description Fixed Field (Electronic Resource)** ​ 
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-1st Indicator ​ Undefined 
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-2nd Indicator ​ Undefined 
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-**Subfields** ​ 
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-**__‡a Category of material __** 
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-Always **c** for Electronic resource 
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-**__‡b Specific material designation__** 
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-Always **r** for Remote. ​ 
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-**__‡d Color__** 
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-**a** One color. ​ 
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-**b** Black-and-white. 
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-**c** Multicolored. ​ 
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-**g** Gray scale. ​ 
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-**m** Mixed. ​ 
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-**n** Not applicable. ​ 
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-**u** Unknown. ​ 
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-**z** Other. ​ 
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-**__‡e Dimensions__** 
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-Always **n** for not applicable 
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-**__‡f Sound__** 
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-**blank character No sound (silent).** The electronic resource is not intended to produce sound. 
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-**a Sound.** The electronic resource includes digitally encoded sound or is intended to produce sound. 
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-**u Unknown.** The presence or absence of sound or the ability to produce sound is not known. 
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- ​050/​090 ​ 
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-Classification number 
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- ​245 ​ 
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-**Title Statement** 
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-Example: 
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-245 00 DuBoisopedia ‡h [electronic resource] / ‡c University of Massachusetts Amherst Libraries. 
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-==== 260 ==== 
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-**Publication,​ Distribution,​ Etc.** 
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-Example: 
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-Amherst, Mass. : ‡b University of Massachusetts Amherst Libraries, ‡c c2008. 
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- 300 
-**Physical Description** 
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-Example: ​ 
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-1 online resource (4 v.) : ǂb ill. (some col.) 
-==== 362 - For Continuing resources ==== 
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-Dates of Publication and/or Sequential Designation** 
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-**1st Indicator ​ Format of date** 
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-0 Formatted style 
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-1 Unformatted note 
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-**2nd Indicator ​ Undefined** 
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-blank character ​ Undefined 
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-**Example:​** 
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-Began in 2008. 
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-or  
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-Vol. 1, no. 1 (Jan./Mar. 1974)- 
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- 500 
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-Add a note that says where you got the title and when. 
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-**Example:​** 
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-Title from title screen (viewed Nov. 18, 2009) 
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-538  
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-Add a note that says: 
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-Mode of access: World Wide Web. 
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- ​520 ​ 
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-Add a brief summary or abstract of the resource. 
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-6xx  
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-Subject headings 
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- ​7xx ​ 
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-Added entries and linking fields. ​ If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record. ​ 
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- ​856 ​ 
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-**URL** ​ 
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-**1st Indicator** ​ Access method 
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-4 HTTP (Hypertext Transfer Protocol) 
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-**2nd Indicator** ​ Relationship 
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-blank character ​ No information provided 
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-0 Resource 
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-1 Version of resource 
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-2 Related resource 
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-**Example:​** ​ 
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-856 40 ‡u http://​silk.library.umass.edu/​login?​url=http://​next.srds.com ‡z UMass: Link to resource 
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-Subfield z should say: 
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-UMass: Link to resource ​ 
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-silk prefix to proxy server: ​ 
-http://​silk.library.umass.edu/​login?​url= 
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- ​Export record to ALEPH  
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-Add 910 with initials and date 
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-Add 928 AUTHORITY ​ 
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-Add 930 OCLC  
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-Item records for e-resources 
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-No barcode (obviously) 
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-Sublibrary: UMDUB 
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-Collection: UWWW 
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-Material type: Choose ebook, ejournal, online database, or website whichever seems to fit the best – most of these will probably be ebooks or ejournals ​ 
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-Item status: 04 Internet 
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-Holdings records for e-resources ​ 
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-Make sure the **856** field is in the holdings record and not in the bib.  Indicators should be 40 or 41. 
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-Licensed resources should have a silk prefix so off campus users can connect to the proxy server. ​ The silk prefix is: 
-http://​silk.library.umass.edu/​login?​url= ​ 
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-The URL to the resource should follow the silk prefix so together it would look like this: 
-http://​silk.library.umass.edu/​login?​url=http://​next.srds.com 
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-Examples 
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-Records for websites 
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-OCLC# 236216797 
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-First World War poetry digital archive 
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-OCLC# 38825584 
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-The Walt Whitman archive ​ 
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-Record for a website of sound recordings ​ 
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-OCLC# 466141583 
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-Archival Sound Recordings 
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-Record for an ejournal 
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-OCLC# 299152581 
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-Etruscan studies (Online) 
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-Record for an ebook 
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-OCLC# 228508054 
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-ABC for book collectors 
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-Record for an online database ​ 
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-Example coming soon! 
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-//​[[mbanach@library.umass.edu|Primary contact: Meghan Bergin]]// 
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